See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,594 | $62,132+0.7% | $185,823-66.3% | $73,488-14.8% |
| Participation rate | 79.3% | 67.8%+11.5pp | 78.0%+1.3pp | 70.7%+8.7pp |
| Annual return | 16.10% | 20.44%-4.3pp | 35.95%-19.9pp | 28.51%-12.4pp |
| Employer contribution / active EE | $2,113 | $1,681+25.7% | $4,087-48.3% | $2,270-6.9% |
| Participant deferral / active EE | $3,765 | $3,711+1.5% | $5,632-33.1% | $3,740+0.7% |
| Admin fee / account holder | $5 | $419-98.8% | $9,500-99.9% | $513-99.0% |